Wholesale Transfer Pricing $NFLX $SPOT $FUBO | Expectations for 2021

In this episode, John Mihaljevic hosts a discussion of:

Wholesale transfer pricing: Elliot Turner talks about business models that involve some degree of wholesale transfer pricing. We discuss what works and what doesn't when it comes to creating sustainable business value.

2021 expectations: Phil Ordway talks about the expectations and forecasting games being played by many market participants and so-called experts. We reflect on 2020 and assess market-implied expectations for 2021.

Enjoy the discussion!

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